Broker Job Description Brokers facilitate a variety of business transactions, such as real estate deals, by acting as an intermediary between the parties involved. Prepared complete and accurate applications for underwriting and ensured proper delivery of policy to client. Insurance Agent Knowledge and Skills. Most resume samples highlight skills such as communication, the ability to sell, insurance products knowledge, and computer operation. Collecting necessary information from clients. Search 1,703 Insurance Broker jobs now available on Indeed.com, the world's largest job site. Went on appointments with potential and current clients to go over their coverage, gather information about their business, sell quotes, and renew their policies. Provided prompt, accurate and courteous service to insured, sales representatives and insurancecompanies. Previous work experience in a similar job function or with similar processes is very strongly preferred, Demonstrated ability in conflict resolution and selling skills are a plus, Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel, Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities, Excel skill capabilities to include: data entry and formatting, Exposure to Excel formulas and Pivot table creation/manipulation a plus, Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. Insurance broker: job description Insurance brokers are responsible for identifying and organising suitable insurance cover for commercial organisations and private clients. If already licensed, must be able to show valid confirmation of current licensing status, Must successfully complete the provided CISR course training and/or maintain this required designation by completing various Continuing Education activities as needed. An independent and unbiased link between the consumer and the large companies trying to attract them, brokers find the best policies for their clients and ensure they don’t get ripped off. Knowledge of all underwriting guidelines for numerous Insurance Companies. Reconciled accounts for discrepancies after company issuance. An auto insurance agent, also known as a car insurance agent, is responsible for selling insurance policies aimed at insuring motor vehicles against varying risks, including but not limited to thefts, accidents, damage, and vandalism. Creating and maintaining relationship with clients including planning and attending meetings and knowing the nature of the business along with life of the client. Insurance Broker Job Description June 21, 2016 August 3, 2016 ~ Shaun Michels Use this optimised template for an insurance broker job description for posting on online job boards or careers pages and easy to customise for your company. Establishing and maintaining constant rapport with clients. Responsible for interviewing prospects and training new agents as well as the hiring and firing of administrative staff. Usual duties of a Licensed Insurance Agent include identifying customer needs, seeking clients, providing information, answering to inquiries, submitting applications, writing reports, and maintaining client records. Providing advice to clients on risk management and assist them to develop new ways to minimize risks. To seek employment as a broker at one of the country’s reputable brokerage firms; to work in a setting that will challenge me to grow as a professional by honing my skills and expanding my store of knowledge If you just list responsibilities, your resume will read like a job description and no one will be interested. Managing, staffing and selling insurance for [company name] Brokerage. 3) Ability to identify and provide customer centred products and services. Based on our collection of example resumes, these professionals should demonstrate insurance industry expertise, excellent selling skills, analytical thinking, communication and writing abilities, and computer competencies. Attend sales and trade meetings, and read related publications in order to obtain information about market conditions, business trends, and industry developments. Answer incoming calls from customers looking to buy insurance and customers with questions. To prepare a resume for the position of sales agent in an insurance firm, the job description example shown above can be a source of valuable information for making parts of the resume, including the professional history section. Clients may be individuals, organisations or commercial businesses. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. There are plenty of opportunities to land a Insurance Broker position, but it won’t just be handed to you. To find a great Insurance Agent, consider including some of these common skills and qualifications in your Insurance Agent job description: A valid state-issued insurance license Strong sales skills to meet sales goals, increase your customer base and cross-sell related insurance packages Excellent written and verbal communication skills Expanded into new markets. Focused and dedicated insurance individual motivated to provide superior customer service to current and potential policy holders. Boosted existing revenue stream by cross-selling to existing clients on renewals. Searching for new clients and generating the list of prospective clients, Identifying needs of customers and market appropriate products and services, Provide quick, perfect and friendly customer service, Taking payments and advance accounting for company, Contacted potential clients based on health insurance leads with assigned campaigns, Analyzed a client's financial and health insurance position to pre-qualify client, Communicated with floor supervisors to assign lead fronts to the appropriate closer, Communicated with client to understand their health insurance needs and develop quotes based on client needs with available products, Convinced clients to utilize company's services to purchase health insurance, Upsold various ancillary products to clients, Initiated action to meet key performance indicators based on dials, closes, and fronts closed, Licensed insurance agent with the state of Illinois, in the areas of life, health, retirement, and long term care. The resume objective section in an insurance resume should target the specific job opening you’re applying for. Review existing policies in place, and create proposals to illustrate better product available for client through our agency by utilization of different insurance companies. Closing ratio is at 94% for dates 1/1/14-7/31/14, Educate customers on their insurance needs and options, Help my office achieve monthly goals and quotas, Help customers with claims and insurance related problems, Maintain the highest level of customer appreciation and service. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels. Below you'll find our how-to section that will guide you through each section of a Insurance Broker resume. Solicited, presented, wrote and managed my own Book of Business consisting of Individual, Family and Small Group Insurance Policies. These professionals sell life, home, or auto insurance to consumers. Insurance Broker job profile. Representative Insurance Broker resume experience can include: Leading, planning and implementing clear and effective renewal / new business and broking strategies Possessing a thorough understanding of financial and or professional classes of insurance which the company offers to its clients and keep abreast of all new technical issues and product developments Just remember that each career objective should be tailored to “respond” to that specific position. Typical work activities highlighted on an Insurance Broker resume sample include assessing client insurance needs, attracting new clients, amending existing policies, developing customized insurance plans, and advising clients on how they can fill claims. Collecting insurance premiums and processing accounts. Maintained excellent client Retention Rates, Developed referrals accounting for over 70% of new business, Won business from competitors through Broker of Record Change, Wrote Small Group Business through the General Agencies LISI of San Diego and Group Health Solutions of NY. Crafting a Life Insurance Agent resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition. Be sure to include all the details that make you stand apart from the crowd. 2. It is customizable and ready to post to job boards. Earnestly produce and manage individual/group insurance policies. Auto Insurance Agent Job Description, Duties, and Responsibilities. - Select from thousands of pre-written bullet points. Insurance Brokers liaise between insurance companies and their clients. Sold health insurance plans to over 45 individuals in families within 3 months, Extensive knowledge of health insurance enrollment procedures through the Connect for Health CO state exchange, Sold Medicare Supplement plans to eligible individuals 65 years of age and older, Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. Developed an in-depth knowledge of risks and the insurance market. Their job description entails selling of life, auto, health, and property insurance to customers. Outbound calls to introduce prospects to the company's health insurance offerings. Put together packages of introductory material for new clients. Acted as an intermediary between clients and insurance companies. Client-facing experience in this space is strongly preferred. To give your client some variety, it’s likely you’ll be offering deals from more than one insurer, so it’s vital to be completely impartial throughout the process. Crafting a Insurance Broker resume that catches the attention of hiring managers is paramount to getting the job, and LiveCareer is here to help you stand out from the competition. An insurance agent resume must show skills in … Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including medical, dental, life and critical illness insurance, Work with multiple insurance agencies to provide the best coverage, Contact car dealerships to acquire information for our clients, File claims for our clients when they're involved in accidents, Service and manage Commercial Lines accounts using Applied Systems, Process policy endorsements, certificates, cancellations and handle billing inquiries, Cross-sell insurance services to current clients, Exercise problem solving techniques through weekly team meetings, Enroll Medicare-eligible prospects after conducting full needs assessment, Enroll individuals and families into Covered California health plans, Assist Medicare beneficiaries to attain subsidy assistance, Aid clients in resolving any issues pertaining to their coverage, Recruit new agents that are currently offering other lines of insurance, Train new agents to understand Medicare market and help them attain new clients, Provide insurance products & loss prevention programs to commercial clients, Coordinate and direct new client transitions, Manage insurance and loss prevention needs of major accounts, Build, improve and maintain relationships with clients, Coordinate needed support services to effectively run the accounts, Maintain an existing customer base, and grow the base of business. They are tasked with interacting with current and potential clients, both to organize and process claims and to close sales for insurance policies. Established relationships with clients and wrote policies to protect their assets. Well organized, proficient in several computer programs; a quick study. Resolved customer concerns and maintained own book of business. When writing your resume, be sure to reference the job description and highlight any skills, awards and certifications that match with the requirements. Customize insurance programs to suit individual customers, often covering a variety of risks, Journalism & Communications For Online Media, Iv Therapy And Blood Withdrawal Certification. It’s actually very simple. Unlike captive agents, who are associated with specific providers or with specific insurance products, insurance brokers sell and manage insurance products across companies and risk types. Insurance Brokers liaise between insurance companies and their clients. What Does an Insurance Sales Representative Do? Insurance Assistants work alongside Insurance Agents are perform tasks such as gathering information from clients, maintaining insurance records, preparing documentation, handling mail and correspondence, calculating insurance premiums and awards, and recommending claim actions. What Does an Auto Insurance Agent Do? Assist residents of CT County's including low income families enroll in Health Insurance. Qualifications such as good communication and negotiation skills, customer service orientation, research and attention to details are common experience in Insurance Assistant resume examples. Marketed personal insurance for P&C on a daily basis. Write a clear insurance agent resume objective. No need to think about design details. Start a free Workable trial and post your ad on the most popular job … This tells job seekers about the culture, attitude, and goals of the organization. View All Agent Resumes See our sample Insurance Broker Cover Letter. Solicited businesses to allow me to shop their insurance. If already carrying the CISR designation, must be able to show valid confirmation of current active status, Insurance designations such as CPCU, CIC and ARM are advantageous, Provide prospective clients with quotes and places them with the appropriate market, Proactively performs outbound initiatives to enhance growth and enhance the client experience, Maintains a strong level of market awareness and understanding of the products which are offered from the numerous insurer markets, Proficient in MS Word, Excel ,Powerpoint, & MS Outlook, Knowledge of company policies and procedures, Resolving customer concern/complaints within authority limits, Maintaining general knowledge and understanding of all personal property and auto insurance products/services, Providing telephone coverage support (as directed), Performing other related duties as required, Minimum two (2) to three (3) years of personal property and auto insurance experience required, Previous experience placing policies with multiple insurers and markets required, Experience working in an inbound and outbound call center type environment, Ability to establish a rapport, assess and identify cross selling opportunities over the phone, Excellent interpersonal, communication and presentation skills, both verbally and written, Ability to work collaboratively as a key member of a team and independently with minimum supervision, Meticulous attention to detail, refined organizational skills and the ability to multi-task, Proven ability to prioritize competing requirements and deadlines under pressure, Three (3) to five (5) years of personal property and auto insurance is preferred, Experience working with multiple insurers an asset, Previous experience working in a high volume; production based environment an asset, Functional knowledge of TAM systems is an asset, Communicate (and Present) Property Team resources and deliverables, Represent WTW Property with the utmost professionalism in the market, Develop and design program alternatives, provide advice on marketplace trends, insurance carrier capabilities, strategic market access points, benchmarking and creative program alternatives, Technical knowledge of property insurance contracts/structure, Knowledge and understanding of global property insurance marketplace, Computer skills, including Excel, Word, PowerPoint, Outlook, Computer system skills; ability to work within agency management systems, Ability to provide expertise and in depth advice to clients resulting in overall client satisfaction, Support nationally based relationships with carriers and clients, Understanding of RMS and AIR Analytical Systems, In-depth understanding of property coverage wordings, Build and maintain relationships with the M&A community, including financial sponsors, corporates, law firms and the wider transaction advisory community, Undertake in-depth analysis on each client transaction to understand all potential risks associated with the deal and advise on possible M&A insurance solutions, Provide strategic advice to clients on how M&A insurance products can be introduced to a transaction process enabling them to achieve their objectives, Lead negotiations with Insurers, in line with the commercial transaction strategy, to develop enhanced and bespoke policy wordings and coverage positions, Manage the policy and coverage negotiation process to ensure that the client’s commercial objectives are achieved, Work with colleagues across the PEMA division to ensure all available M&A services are introduced to the transaction. 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